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Creating and deleting approval templates

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Approval templates help the team fast-track the approval request process. Instead of manually adding the approvers and acknowledgers, create an approval template with a preset list of approvers and acknowledgers.


Creating Page Approval templates

  • Choose Spaces > View all spaces

  • choose the space to create a Page Approval template in

In the sidebar to the left, under the Apps section

  • choose Page Approval

  • select Page Approval Templates

  • choose the Create Template button

Only an administrator can create Page Approval templates

Templates cannot be created if the Page Approval app is disabled in the Settings page

  • fill in the Template Name and Template description fields so that your content creators can understand the purpose of the template

  • choose Next to continue.

  • choose the Approval type and then enter the list of approvers in the Approvers field. After that, click on the Next button

To understand the difference between each approval type, go through the Setting up a request for approval documentation. 

  • add the acknowledgers into the Acknowledgers field

  • choose the Submit button to complete the template creation


  • on the Templates page, view the newly created template


Deleting Page Approval templates

On the Templates tab

  • select Actions > Delete from the dropdown

  • select Delete to confirm the deletion of the template

Once the template is deleted, it cannot be recovered.

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